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Home » Dashboard Best Practices: The Best Dashboards for your Sales, Service, Marketing and Management Team
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Dashboard Best Practices: The Best Dashboards for your Sales, Service, Marketing and Management Team

Tricia Desso-CoxBy Tricia Desso-CoxJanuary 16, 2021Updated:June 18, 20211 Min Read
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In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.

Dynamics 365 CE / CRM
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Tricia Desso-Cox

Tricia thrives on the opportunity to partake in roles that present her with the challenge of learning new aspects of business operations. An environment that requires the ability to prioritize multiple responsibilities keeps her on her toes and often times ahead of the pack. She welcomes the opportunity to broaden her professional scope of skills and seeks opportunities to advance her career to the next level. She has routinely demonstrated the highest regard for dependability, creativity, and the ability to perform under pressure; no matter the level of difficulty in the task at hand. Six Sigma Green Belt Certified with exceptional organizational skills with attention to detail and independent task completion. Highly motivated and empowered. Excellent team player, working cooperatively or independently. Ability to think outside the box and offer creative approaches to new projects and problem solving issues.

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